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Level 1
posted Oct 30, 2024 9:14:08 AM

Retirement

My husband retired in May 2024. I need to do January to April normal and from May to December as retired. How do I do this?

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1 Replies
Level 15
Oct 30, 2024 9:17:03 AM

Nothing special, you file the same way as always.  He will have a W2 and will be getting a 1099R for any retirement and a SSA-1099 if he gets Social Security.  Just enter all the income into your tax return.